FFA
HLIO icon

Farther Finance Advisors’s Helios Technologies HLIO Stock Holding History

Farther Finance Advisors’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$77K Buy
1,134
+592
+109% +$45K ﹤0.01% 3072
2026
Q2 		$48.4K Buy
542
+102
+23% +$7.83K ﹤0.01% 3269
2026
Q1 		$30.1K Buy
440
+396
+900% +$26.5K ﹤0.01% 3367
2025
Q4 		$2.35K Buy
44
+15
+52% +$809 ﹤0.01% 4628
2025
Q3 		$1.51K Buy
29
+24
+480% +$1.12K ﹤0.01% 4239
2025
Q2 		$167 Hold
5
– – ﹤0.01% 4233
2025
Q1 		$156 Sell
5
-6
-55% -$242 ﹤0.01% 3997
2024
Q4 		$491 Hold
11
– – ﹤0.01% 3444
2024
Q3 		$524 Buy
11
+1
+10% +$44 ﹤0.01% 3416
2024
Q2 		$468 Buy
10
+5
+100% +$239 ﹤0.01% 3292
2024
Q1 		$220 Hold
5
– – ﹤0.01% 3246
2023
Q4 		$227 Buy
+5
New +$231 ﹤0.01% 3202

Other funds holding HLIO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's HLIO Position: Q3 2026 in Review

Farther Finance Advisors increased its Helios Technologies (HLIO) stake by 109% in Q3 2026, buying an estimated $45K and bringing the position to 1,134 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

Farther Finance Advisors first reported a position in HLIO in Q4 2023 and has held it in 12 quarters since. 7 funds tracked by Wall St. Rank hold HLIO as of Q3 2026.

  • Farther Finance Advisors held 1,134 shares of Helios Technologies worth $77K as of Q3 2026.
  • Farther Finance Advisors bought 592 Helios Technologies shares in Q3 2026, an estimated $45K.
  • Helios Technologies made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3072 holding.
  • Farther Finance Advisors first reported a position in Helios Technologies in Q4 2023 and has held it in 12 quarters since.
  • 7 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.